See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 4-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,134 | $148,534-87.1% | $135,903-85.9% | $139,434-86.3% |
| Participation rate | 71.4% | 83.9%-12.4pp | 81.9%-10.5pp | 80.3%-8.9pp |
| Annual return | 34.10% | 79.19%-45.1pp | 68.23%-34.1pp | 372.94%-338.8pp |
| Employer contribution / active EE | $2,685 | $5,243-48.8% | $4,856-44.7% | $4,751-43.5% |
| Participant deferral / active EE | $6,572 | $8,100-18.9% | $7,758-15.3% | $6,710-2.1% |
| Admin fee / account holder | $57 | $12,400-99.5% | $10,762-99.5% | $11,403-99.5% |